How to create a job

Topic

A job is where the work happens — it holds the materials, labour, expenses, photos and sign-off, and becomes the basis for your invoice. You can create one from scratch or from an accepted quote.

Instructions

1. 1
   Go to Jobs and click New job.

   Or convert an accepted quote, which pre-fills the client and scope.

2. 2
   Pick the client and give the job a title.

   The title is what your team and the customer will recognise it by.

3. 3
   Choose the billing type.

   Fixed price bills the agreed amount; time & materials bills the labour and parts actually used.

4. 4
   Assign an operator and schedule it.

   Set who's responsible and when it's happening so it appears on the scheduler.

5. 5
   Save.

   The job gets a number (like J-0042) and is ready to run.

Additional Information